See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,758 | $201,272-78.3% | $184,203-76.2% | $145,922-70.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 2.53% | 29.00%-26.5pp | 28.81%-26.3pp | 561.29%-558.8pp |
| Employer contribution / active EE | $7,293 | $7,022+3.9% | $6,427+13.5% | $4,660+56.5% |
| Participant deferral / active EE | $10,032 | $9,806+2.3% | $9,131+9.9% | $6,688+50.0% |
| Admin fee / account holder | $17,358 | $16,364+6.1% | $13,901+24.9% | $13,397+29.6% |